Global Strategic Value Dividend

Managed Accounts . Large Cap .

Overview

 
STRATEGY

A composite of portfolios investing in U.S. and foreign stocks pursuing high yield, reasonable dividend growth and lower volatility in falling equity market environments along with potential participation in rising markets. Portfolios may invest in less developed or emerging markets, which generally entail greater political, economic, market, tax, credit and other risks, and may have greater price volatility than securities issued or traded in developed markets. Within eligible portfolios, securities are selected based on a fundamental assessment of their financial strength, dividend yields, dividend growth rate, and performance during periods of market weakness.

KEY FACTS
Key Facts - Part 1
Benchmark MSCI World High Dividend Yield Index
Key Facts - Part 2
Strategy Inception Date October 1 2011
INVESTMENT GOALS Retirement
Growth
Income
Global Diversification
MANAGERS
Daniel Peris, Ph.D., CFA
Senior Vice President
Senior Portfolio Manager, Head of Strategic Value Dividend Team

joined Federated
20 years of experience
Deborah Bickerstaff
Vice President
Portfolio Manager

joined Federated
23 years of experience
Jared Hoff
Vice President
Portfolio Manager

joined Federated
18 years of experience
Michael Tucker
Vice President
Portfolio Manager

joined Federated
26 years of experience

Commentary

Documents